How big is Southwest Mechanical Service, LLC's plan?

Southwest Mechanical Service, LLC's plan reported $1.6M in assets and 14 participants for 2025.

Original filing (PDF)20260504170715NAL0000040771001

Southwest Mechanical Service, LLC

Name: Southwest Mechanical Service, LLC — The Southwest, Form 5500 (2025)
Creator: Southwest Mechanical Service, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Southwest Group 401(k) Plan and Trust

401(k) retirement plan · Southwest Mechanical Service, LLC's The Southwest Group 401(k) Plan and Trust held $1.6M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Southwest Mechanical Service, LLC's EIN is 83-0338899.

EIN 83-0338899

Plan number 001

Plan year 2025

ACK ID 20260504170715NAL0000040771001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southwest Mechanical Service, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southwest Mechanical Service, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST MECHANICAL SERVICE, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score